Editing Serial Numbers

Serial numbers don’t always stay perfect from install to service. Companies may often find the need to edit them for everyday, real-world reasons, including:

Typos in the field from rushed or mobile data entry
Damaged or unreadable serial stickers that are clarified later
Warranty replacements where parts or units receive new serials
Placeholder serials entered before installation is complete
Mix-ups in multi-unit locations like apartments or commercial sites
Inventory discrepancies between what was assigned and what shipped
Incorrect customer-provided serials corrected after onsite verification
System migrations or data imports that create formatting errors

Having the ability to quickly update serial numbers helps keep warranties valid, inventory accurate, and service history clean, without slowing down operations. Here’s a brief tutorial on how to accomplish editing serial numbers within the ServiceWorks software.

Serial Number Adjustment

Start by logging into your ServiceWorks account then hovering over the Inventory tab and select Item from the dropdown that appears

Once in the Inventory Item menu, use the search fields to locate the item in question, then hover over the 3 dots at the end of the listed item and select Edit from the dropdown menu.

Note: Ensure that the Serialized checkbox is enabled for quicker navigation between serialized items in your account

Now, in the Edit Item menu, click on the Location / Quantity tab.

Then click the Adjust Quantity button at the end of the row in the item’s current location

In the following menu, you should be able to view a list of the quantity of the selected item. Click the Edit or pencil icon at the end of the row.